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Balder @Balder13946731 · May 15

$SPCX SpaceX的上市能重复 $FIG 或者 $CRBS 的盛况吗🥵

如果能和 $CBRS 一样以3倍于 Pre-IPO的价格冲上去， SpaceX将跃升为世界市值第一的公司。

Kalshi: BREAKING: Elon Musk’s odds of becoming a trillionaire this year hits 87% — a record high.

$CBRS $CRBS $FIG $SPCX

Balder @Balder13946731 · May 15

Bill Ackman喊单再加上 $FIG 的财报不错，今天 $MSFT 出现了轧空行情。

这次上攻可能可以帮助 $MSFT 收复450。但是软件的下跌趋势是不是彻底扭转了，还不清楚了。

Balder: $FIG 财报后大涨，感觉软件股也要松动封印了😳 价值洼地要复活了吗 $MSFT $NOW $CRM $ADBE $IGV

$ADBE $CRM $FIG $IGV $MSFT $NOW

Balder @Balder13946731 · May 15

$FIG 财报后大涨，感觉软件股也要松动封印了😳 价值洼地要复活了吗 $MSFT $NOW $CRM $ADBE $IGV

$ADBE $CRM $FIG $IGV $MSFT $NOW

Balder @Balder13946731 · May 10

本周的财报

还挺多大家关注的小股票的。

$CRCL $HIMS $ASTS $RGTI $OKLO $NBIS $BABA $CSCO $FIG

$ASTS $BABA $CRCL $CSCO $FIG $HIMS $NBIS $OKLO $RGTI

Balder @Balder13946731 · Apr 17

Anthropic发布Claude Design 导致 $ADBE $FIG 大跌。

所以 $IGV 虽然在轧空，但还是有危险的，选择他已经发布过的领域😳

Wall St Engine: Anthropic Labs launched Claude Design, a new product for creating visual assets, prototypes, slides, and one-pagers with Claude.

It is rolling out in research preview to Pro, Max, Team, and Enterprise users, powered by Claude Opus 4.7.

$ADBE $FIG

$ADBE $FIG $IGV

Balder @Balder13946731 · Feb 20

散户要有逼空机构的决心 $IGV 的空头头寸已经到顶了，也就做到这样了。现在大量的散户已经进入软件板块，机构空头崩溃只是时间问题巨大逼空很快就会来临。

$MSFT $PLTR $RBLX $APP $CRM $FIG $NET $ADBE

$ADBE $APP $CRM $FIG $IGV $MSFT $NET $PLTR $RBLX

Balder @Balder13946731 · Feb 18

有龙气 $FIG

Evan: Figma $FIG brought in more than $1 Billion of revenue in 2025 its first time climbing over the milestone

$FIG

Unclestocknotes @Unclestocknotes · Feb 17

Stanley Druckenmiller – 2025 Q4 持倉異動 (13F)，依「產業分類」完整整理如下

科技與網路平台
#AMZN 加碼 + 新建 Call
#GOOGL 大幅加碼
#TSM 減碼
#LSCC（Lattice Semiconductor）新建倉
#ENTG 新建倉
#MDB 清倉
#DOCU 減碼
#ROKU 減碼

電商與數位消費
#CPNG 加碼
#SE 大幅加碼
#MELI 減碼
#QSR 加碼
#TXRH 清倉

金融與市場ETF
#XLF 新建倉
#RSP 新建倉
#EEM（新興市場 ETF）大幅減碼
#EWZ（巴西 ETF）新建倉
#EWZ Call 新建倉
#SEI 清倉
#CHYM 清倉

生技與醫療
#NTRA 減碼 + Call 清倉
#INSM 減碼
#NAMS 加碼
#COGT 加碼
#OPCH 加碼
#TEVA 大幅減碼

工業與製造
#WWD 減碼
#WAB 小幅減碼
$CRH 加碼
$AA（Alcoa）新建倉
$TEVA 大幅減碼

能源與替代能源
$BE 新建倉

其他
$FIGS 減碼

$AA $BE $CRH $FIGS $TEVA

Balder @Balder13946731 · Feb 17

要复苏？

Evan: Figma $FIG and Anthropic just announced a new partnership

The companies launched a new feature called “Code to Canvas” that converts code generated in AI tools like Claude Code into fully editable designs inside Figma - CNBC

$FIG

amit @amitisinvesting · Feb 12

Cathie Wood $ARKK buy/sells today:

Bought:

$HOOD — 433,806
$BLSH — 364,134
$FIG — 280,138
$SHOP — 150,421
$CRCL — 75,559

Sold:

$U — 486,741
$PINS — 413,038
$ABNB — 186,754
$TWST — 185,951
$PD — 183,294
$Z — 36,133
$GTLB — 13,509

$ABNB $ARKK $BLSH $CRCL $FIG $GTLB $HOOD $PD $PINS $SHOP $TWST $U $Z

Balder @Balder13946731 · Jan 30

软件末日

Investing visuals: Software drawdowns from 52-week highs:

• $FIG -78%
• $DUOL -74%
• $TTD -74%
• $TEAM -63%
• $NOW -50%
• $RBRK -42%
• $ZS -40%
• $CRM -39%
• $ADBE -36%
• $VEEV -32%

$ADBE $CRM $DUOL $FIG $NOW $RBRK $TEAM $TTD $VEEV $ZS

WallStreetBets @wallstreetbets · Jan 22

WSB 🤝 @JoinFightID

A fighting spirit is core to the ethos of WSB, crypto, and pretty much any community challenging the system. Fear takes flight, conviction chooses $FIGHT.”

• Official partner of the UFC ✅
• Endorsement from @durov ✅
• Nearly $5M revenue✅
• 4M+ total users and 400K+ active on-chain wallets ✅

Enough said, TGE is LIVE NOW, no system is changed without a $FIGHT

$FIGHT

WallStreetBets @wallstreetbets · Jan 22

WSB 🤝 @JoinFightID

A fighting spirit is core to the ethos of WSB, crypto, and pretty much any community challenging the system. Fear takes flight, conviction chooses $FIGHT

• Official partner of the @ufc ✅
• Endorsement from @durov ✅
• Nearly $5M revenue ✅
• 4M+ total users and 400K+ active on-chain wallets ✅

Enough said, TGE is tomorrow, no system is changed without a $FIGHT

$FIGHT